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    • Financial Planning

    Financial Planning Courses Online

    Master financial planning for achieving personal and business financial goals. Learn to create comprehensive financial plans and manage investments.

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    Explore the Financial Planning Course Catalog

    • Status: Free Trial
      Free Trial
      U

      University of Illinois Urbana-Champaign

      Understanding Financial Statements: Company Performance

      Skills you'll gain: Income Statement, Financial Statements, Financial Statement Analysis, Cash Flows, Financial Reporting, Financial Analysis, Balance Sheet, Accounting, Performance Analysis

      4.7
      Rating, 4.7 out of 5 stars
      ·
      774 reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      U

      University of Pennsylvania

      Wharton Business and Financial Modeling Capstone

      Skills you'll gain: Portfolio Management, Financial Modeling, Presentations, Microsoft PowerPoint, Investment Management, Business Modeling, Data Modeling, Business Analytics, Risk Modeling, Microsoft Excel, Financial Analysis, Regression Analysis

      4.6
      Rating, 4.6 out of 5 stars
      ·
      500 reviews

      Mixed · Course · 1 - 3 Months

    • F

      Fundação Instituto de Administração

      Budgeting essentials and development

      Skills you'll gain: Budget Management, Budgeting, Financial Management, Cost Control, Performance Management, Business Strategy, Variance Analysis, Cross-Functional Collaboration, Resource Allocation, Financial Reporting, Forecasting

      4.5
      Rating, 4.5 out of 5 stars
      ·
      290 reviews

      Intermediate · Course · 1 - 3 Months

    • U

      Universidad de Chile

      Competencias Laborales: Perfiles, Evaluación y Capacitación.

      Skills you'll gain: Training Programs, Employee Training, Job Analysis, Performance Review, Developing Training Materials, Performance Appraisal, Job Evaluation, Training and Development, Employee Performance Management, Process Mapping, Gap Analysis

      4.4
      Rating, 4.4 out of 5 stars
      ·
      414 reviews

      Intermediate · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      I

      Infosec

      JavaScript Security

      Skills you'll gain: Authentications, Application Security, Serverless Computing, Secure Coding, Security Testing, Cryptography, Risk Management Framework, Threat Modeling, Cloud Security, Infrastructure Security, Package and Software Management, Node.JS, Web Applications, Javascript, Vulnerability Management, Cloud Services, Cloud Platforms, Web Development, Identity and Access Management, Dependency Analysis

      4.5
      Rating, 4.5 out of 5 stars
      ·
      107 reviews

      Intermediate · Specialization · 1 - 3 Months

    • E

      ESCP Business School

      Intercultural Management

      Skills you'll gain: Intercultural Competence, Team Management, Global Marketing, Cultural Sensitivity, Cultural Diversity, Organizational Leadership, People Management, Business Communication, Leadership and Management, Negotiation, Leadership, Human Resources Management and Planning, Marketing

      4.6
      Rating, 4.6 out of 5 stars
      ·
      449 reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      U

      University of Pennsylvania

      ESG and Climate Change

      Skills you'll gain: Environmental Social And Corporate Governance (ESG), Waste Minimization, Corporate Sustainability, Environmental Issue, Insurance, Environmental Resource Management, Product Lifecycle Management, Environmental Regulations, Business Risk Management, Risk Management, Sustainability Reporting

      4.8
      Rating, 4.8 out of 5 stars
      ·
      426 reviews

      Mixed · Course · 1 - 4 Weeks

    • U

      University of Illinois Urbana-Champaign

      Formal Financial Accounting

      Skills you'll gain: General Accounting, Technical Accounting, Accounting, Accounting Records, Financial Accounting, General Ledger, Accrual Accounting, Inventory Accounting, Balance Sheet, Fixed Asset, Accounts Receivable, Accounts Payable, Financial Statements

      4.8
      Rating, 4.8 out of 5 stars
      ·
      376 reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      U

      Universidad de los Andes

      Formulación y evaluación de proyectos complejos

      Skills you'll gain: Feasibility Studies, Project Management Life Cycle, Project Portfolio Management, Program Management, Strategic Planning, Financial Analysis, Project Management, Project Finance, Project Risk Management, Business Analysis, Cost Benefit Analysis, Decision Making, Risk Analysis

      4.9
      Rating, 4.9 out of 5 stars
      ·
      1K reviews

      Intermediate · Course · 1 - 3 Months

    • E

      Erasmus University Rotterdam

      Assessment in Higher Education: Professional Development for Teachers

      Skills you'll gain: Constructive Feedback, Higher Education, Instructional Design, Program Standards, Planning, Reliability, Analytical Skills, Decision Making

      4.8
      Rating, 4.8 out of 5 stars
      ·
      410 reviews

      Intermediate · Course · 1 - 3 Months

    • U

      University of Colorado System

      Researcher Management and Leadership Training

      Skills you'll gain: Performance Management, Mentorship, Budget Management, Team Management, Project Accounting, People Management, Leadership and Management, Recruitment, Leadership, Professional Development, Coaching, Compliance Management, Goal Setting

      4.8
      Rating, 4.8 out of 5 stars
      ·
      395 reviews

      Intermediate · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      U

      Universidade de São Paulo

      Introdução aos Princípios e Práticas da Gestão De Projetos

      Skills you'll gain: Project Performance, Project Schedules, Cost Estimation, Communication Planning, Peer Review, Project Controls, Project Estimation, Work Breakdown Structure, Timelines, Project Risk Management, Conflict Management, Stakeholder Management, Scheduling, Risk Analysis, Project Planning, Quality Management, Project Management, Milestones (Project Management), Organizational Structure, Change Management

      4.8
      Rating, 4.8 out of 5 stars
      ·
      1.2K reviews

      Beginner · Specialization · 3 - 6 Months

    Financial Planning learners also search

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    1…596061…301

    In summary, here are 10 of our most popular financial planning courses

    • Understanding Financial Statements: Company Performance: University of Illinois Urbana-Champaign
    • Wharton Business and Financial Modeling Capstone: University of Pennsylvania
    • Budgeting essentials and development: Fundação Instituto de Administração
    • Competencias Laborales: Perfiles, Evaluación y Capacitación.: Universidad de Chile
    • JavaScript Security: Infosec
    • Intercultural Management: ESCP Business School
    • ESG and Climate Change: University of Pennsylvania
    • Formal Financial Accounting: University of Illinois Urbana-Champaign
    • Formulación y evaluación de proyectos complejos: Universidad de los Andes
    • Assessment in Higher Education: Professional Development for Teachers: Erasmus University Rotterdam

    Frequently Asked Questions about Financial Planning

    Financial planning courses cover a variety of topics essential for managing personal and professional finances effectively. These include the basics of financial principles, budgeting, and retirement planning. Learners will explore topics such as investment strategies, tax planning, and risk management. Advanced courses might cover areas like estate planning, financial analysis, and advanced investment vehicles. Practical exercises and case studies help learners apply these concepts to real-world financial scenarios, enhancing their ability to create comprehensive financial plans.‎

    Choosing the right financial planning course depends on your current skill level and career aspirations. Beginners should look for courses that cover the basics of financial principles, budgeting, and introductory investment strategies. Those with some experience might benefit from intermediate courses focusing on tax planning, retirement strategies, and risk management. Advanced learners or professionals seeking specialized knowledge might consider courses on estate planning, financial analysis, or preparing for certifications like Certified Financial Planner (CFP). Reviewing course content, instructor expertise, and learner feedback can help ensure the course aligns with your goals.‎

    A certificate in financial planning can open up various career opportunities in finance, investment, and advisory roles. Common roles include financial planner, investment advisor, tax consultant, and estate planner. These positions involve creating and managing financial plans, advising clients on investment strategies, planning for taxes, and managing financial risks. With the growing need for financial literacy and personalized financial advice, earning a certificate in financial planning can significantly enhance your career prospects and opportunities for advancement in fields such as financial advisory firms, banks, wealth management companies, and independent financial consulting.‎

    This FAQ content has been made available for informational purposes only. Learners are advised to conduct additional research to ensure that courses and other credentials pursued meet their personal, professional, and financial goals.

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